How to connect a source code to a campaign

An organization wants both a campaign and source code to show on a contact record. To do this, they will have to associate the source code to the campaign.

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There are three places that we can create a source code.

The first type is in Communications > Email.

When you create a new email, it allows you to type in a new source code.

You have then associated the email with a campaign and source code.

This type will allow you to have both the campaign and source code on the contact record. However, they have to be the ones that are already correlated with one another. On the contact record, we can't have campaigns with any source code, only the ones who have established a relationship through the email.

The second place is under Control > Campaign Manager > Campaigns

You can create an appeal in the Campaign. You can also send an email out from that appeal.

When you create the email, the program allows you to create a source code.

This type will allow you to have both the campaign and source code on the contact record.

This type will also allow both the correlating campaign and source codes on the contact record.

The final type can be created under Control > Code Library > Source Codes.

Codes created here can't be associated to a campaign at time of creation.

If you create an email, through an appeal or through Communication, then it will be associated with the campaign of that email. The emails allow you to choose an existing appeal or create a new one. This is how we can connect an already created appeal to a campaign.